EWM
AGR

Evercore Wealth Management’s Avangrid, Inc. AGR Stock Holding History

Evercore Wealth Management’s Portfolio AGR Stock Details AGR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-865
Closed -$37K – 1048
2017
Q1 		$37K Hold
865
– – ﹤0.01% 647
2016
Q4 		$33K Hold
865
– – ﹤0.01% 680
2016
Q3 		$36K Hold
865
– – ﹤0.01% 669
2016
Q2 		$40K Buy
+865
New +$35.6K ﹤0.01% 624

Other funds holding AGR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.98B AUM 60.71% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Evercore Wealth Management's AGR Position: Q2 2017 in Review

Evercore Wealth Management sold out of Avangrid, Inc. (AGR) in Q2 2017, closing a stake of 865 shares — an estimated $37K sold.

Evercore Wealth Management first reported a position in AGR in Q2 2016 and held it in 4 quarters. The position peaked at $40K in Q2 2016. 224 funds tracked by Wall St. Rank hold AGR as of Q2 2017.

  • Evercore Wealth Management reported no remaining Avangrid, Inc. position as of Q2 2017 after selling out during the quarter.
  • Evercore Wealth Management sold 865 Avangrid, Inc. shares in Q2 2017, an estimated $37K.
  • Evercore Wealth Management first reported a position in Avangrid, Inc. in Q2 2016 and held it in 4 quarters.
  • Evercore Wealth Management's Avangrid, Inc. position peaked at $40K in Q2 2016.
  • 224 funds tracked by Wall St. Rank held Avangrid, Inc. as of Q2 2017.

Based on Evercore Wealth Management's 13F filing for Q2 2017, filed 11 Aug 2017.